Strategic Planning Part II: Scaling and the Strategic Plan

Scaling Strategy Recap

Internal Scaling Strategies Increase Effectiveness and Performance Organizational Branching / Replication Merger / Acquisition Volunteer Engagement Technology Delivery Implications???

Affiliation Scaling Strategies Licensing or Franchising Micro-Franchising Partnerships and Alliances Networks Implications???

External Scaling Strategies Knowledge Dissemination Advocacy Influencing Public Awareness Implications???

Appropriateness of Strategies Internal Performance/ Branches Affiliate Partner/ Franchise / licensing External Dissemination / Advocacy MethodologyCustomizedUnique/replicableI.P.; knowledge Social MarketLocal / esoteric Complicated need Specific needs Targeted geography Broad; not bound by geography Operational Requirements Infrastructure Comprehensive Partner-based Specialized Knowledge-based Systematized Financial Req.Medium to HighMedium costsLow costs HRIndividual LeaderProfessional Management Administrative Value Implementation Process/productInformation Culture Closed; centralized DecentralizedOpen Type of impact Depth, Breadth Services; comm. Promote model; geography Movement Public policy

Organizational Factors for Scaling CentralAffiliateExternal Business ModelComplexSimple; provenEasy to explain Startup CostsMedium to highMediumLow to medium Internal ControlsMediumHighLow Time for successShortMediumLong Human resourcesComprehensiveSpecializedTargeted GovernanceStrongStrong / diverseLoose Type of growthOrganic / StepStepProgressive Clarity of VisionDifficult to communicate Clear; shared across partners Simple / Interpreted MeasurementsComplex / smallClear / attractiveElusive / quantity

Market Factors for Scaling CentralAffiliateExternal Market NeedSmall numbers & deep needs Large / broad Specific/niche need Broad; low depth of need Customer Demand Needs defined by NGO; Clients can’t pay Needs driven by clients / partners Needs driven by clients / users Legal environment Enabling; critical for success Enabling; provisions for partner Not critical for success Economies of scale possible Little- customization Some - branching Yes through partner infrastructure Required Clear niche / advantage Geography or client; not clear advantage Yes; well defined concept/model Exists with competition Purchaser / funder External funder or third party Client or partnerFunder or user

Four Eye’s Scaling Strategies Licensing methodology Partnerships Microfranchising